HB Wealth Management, LLC

Position in LADR — Ladder Capital Corp

CIK 1911253 Atlanta, GA

Position in LADR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$201,338

+$25,518 QoQ

Shares Held

20,235

+12.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#126

of 223 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $1,966,241 across 7 REIT - Mortgage names. LADR ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	46,203	$756,805
2	NLY	Annaly Capital Management Inc	22,647	$506,386
3	AGNC	AGNC Investment Corp.	19,048	$207,623
4	LADR	Ladder Capital Corp This page	20,235	$201,338
5	RITM	Rithm Capital Corp.	16,063	$150,831
6	REFI	Chicago Atlantic Real Estate Finance, Inc.	10,270	$110,094
7	RC	Ready Capital Corp	18,951	$33,164

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,338	20,235	+12.4%	Shares	Sole	2026-07-29
2026-03-31	$175,820	17,996	+3.4%	Shares	Sole	2026-04-27
2025-12-31	$191,193	17,397	-1.3%	Shares	Sole	2026-01-28
2025-09-30	$192,266	17,623	+6.5%	Shares	Sole	2025-10-23
2025-06-30	$177,815	16,541	-6.6%	Shares	Sole	2025-07-17
2025-03-31	$202,002	17,704	+4.1%	Shares	Sole	2025-05-07
2024-12-31	$190,353	17,011	+13.4%	Shares	Sole	2025-01-15
2024-09-30	$174,000	15,000	0.0%	Shares	Sole	2024-10-15
2024-06-30	$169,350	15,000	0.0%	Shares	Sole	2024-07-26
2024-03-31	$166,950	15,000	+7.1%	Shares	Sole	2024-04-30
2023-12-31	$161,140	14,000	+7.2%	Shares	Sole	2024-01-16
2023-09-30	$134,046	13,065	0.0%	Shares	Sole	2023-10-13
2023-06-30	$141,755	13,065	+8.2%	Shares	Sole	2023-07-13
2023-03-31	$114,061	12,070	+0.4%	Shares	Sole	2023-04-13
2022-12-31	$120,680	12,020	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.